---
title: Getting started with HR agent
description: The HR agent streamlines HR management by consolidating all HR-related queries in one place.
---

[Skip to content](https://help.engagedly.com/getting-started-with-hr-agent#main-content)

English

Show submenu for translations

[Contact us](https://help.engagedly.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.engagedly.com/tickets?hsLang=en)

![Engagedly dark.png\]](https://help.engagedly.com/hs-fs/hubfs/Engagedly%20dark.png?height=31&name=Engagedly%20dark.png)

- [About Us](http://www.engagedly.com/about-us)
  
  Show submenu for About Us

    - [Management Team](http://www.engagedly.com/about-us/management-team)

Open main navigation

Close main navigation

- [About Us](http://www.engagedly.com/about-us)
  
  Show submenu for About Us

    - [Management Team](http://www.engagedly.com/about-us/management-team)
- English
  
  Show submenu for translations
- [Contact us](https://help.engagedly.com/kb-tickets/new)
- [Customer portal](https://help.engagedly.com/tickets)
- [Our Website](https://engagedly.com/)

[Our Website](https://engagedly.com/)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.engagedly.com/?hsLang=en)
2. [Marissa AI](https://help.engagedly.com/marissa-ai?hsLang=en)
3. [App-Specific Agents](https://help.engagedly.com/marissa-ai?hsLang=en#app-specific-agents)

# Getting started with HR agent

The HR agent streamlines HR management by consolidating all HR-related queries in one place. It gives admins and employees instant access to key policies, documents, and training materials that HR uploads. Pulling information from multiple sources delivers clear, accurate, and comprehensive responses.

#### **Access Marissa**

Click the **Marissa ![undefined-Nov-03-2025-01-09-53-3462-PM](https://help.engagedly.com/hs-fs/hubfs/undefined-Nov-03-2025-01-09-53-3462-PM.png?width=18&height=20&name=undefined-Nov-03-2025-01-09-53-3462-PM.png)** icon, enter a prompt, and click the **Send![undefined-Nov-03-2025-01-10-54-6515-PM](https://help.engagedly.com/hs-fs/hubfs/undefined-Nov-03-2025-01-10-54-6515-PM.png?width=20&height=20&name=undefined-Nov-03-2025-01-10-54-6515-PM.png)** icon.

You can access Marissa anywhere on the platform and move it anywhere on your screen.

Based on the organization’s uploaded resources, Marissa can answer queries like:

- How many leaves can I take in a year?
- Can you explain the probation and confirmation policy?
- What are the key organizational policies?
- Can you show me the holiday calendar?
- Where can I find the work-from-home policy?
- Can you share the travel policy with me?

- [Getting Started](https://help.engagedly.com/getting-started?hsLang=en#main-content)

    - [Overview (Indigo: V3)](https://help.engagedly.com/getting-started?hsLang=en#overview-indigo-v3)
    - [Admin Settings (Indigo: V3)](https://help.engagedly.com/getting-started?hsLang=en#admin-settings-indigo-v3)
    - [Overview (Tangerine: V2)](https://help.engagedly.com/getting-started?hsLang=en#overview-tangerine-v2)
    - [Admin Settings (Tangerine: V2)](https://help.engagedly.com/getting-started?hsLang=en#admin-settings-tangerine-v2)
    - [Homepage (Pre-Tangerine: V1)](https://help.engagedly.com/getting-started?hsLang=en#homepage-pre-tangerine-v1)
    - [FAQs](https://help.engagedly.com/getting-started?hsLang=en#faqs)
- [Marissa AI](https://help.engagedly.com/marissa-ai?hsLang=en#main-content)

    - [Getting Started](https://help.engagedly.com/marissa-ai?hsLang=en#getting-started)
    - [Configuration and Policy](https://help.engagedly.com/marissa-ai?hsLang=en#configuration-and-policy)
    - [HR Agent Overview](https://help.engagedly.com/marissa-ai?hsLang=en#hr-agent-overview)
    - [App-Specific Agents](https://help.engagedly.com/marissa-ai?hsLang=en#app-specific-agents)
    - [FAQs](https://help.engagedly.com/marissa-ai?hsLang=en#faqs)
- [Analytics](https://help.engagedly.com/analytics?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/analytics?hsLang=en#overview)
    - [Analytics Dashboard](https://help.engagedly.com/analytics?hsLang=en#analytics-dashboard)
    - [FAQs](https://help.engagedly.com/analytics?hsLang=en#faqs)
- [Engagedly Mobile App](https://help.engagedly.com/engagedly-mobile-app?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/engagedly-mobile-app?hsLang=en#overview)
    - [Admin and Manager Features in Mobile](https://help.engagedly.com/engagedly-mobile-app?hsLang=en#admin-and-manager-features-in-mobile)
    - [Employee Features in Mobile](https://help.engagedly.com/engagedly-mobile-app?hsLang=en#employee-features-in-mobile)
- [Butterfly EI](https://help.engagedly.com/butterfly-ei?hsLang=en#main-content)

    - [Getting Started](https://help.engagedly.com/butterfly-ei?hsLang=en#getting-started)
    - [Pulse Survey](https://help.engagedly.com/butterfly-ei?hsLang=en#pulse-survey)
    - [Instant Feedback](https://help.engagedly.com/butterfly-ei?hsLang=en#instant-feedback)
    - [Nurture Stream](https://help.engagedly.com/butterfly-ei?hsLang=en#nurture-stream)
    - [Yearly Survey](https://help.engagedly.com/butterfly-ei?hsLang=en#yearly-survey)
    - [Exit Survey](https://help.engagedly.com/butterfly-ei?hsLang=en#exit-survey)
    - [Response Submission](https://help.engagedly.com/butterfly-ei?hsLang=en#response-submission)
    - [Understand Butterfly Survey Reports](https://help.engagedly.com/butterfly-ei?hsLang=en#understand-butterfly-survey-reports)
    - [FAQs](https://help.engagedly.com/butterfly-ei?hsLang=en#faqs)
- [Talent Mobility](https://help.engagedly.com/talent-mobility?hsLang=en#main-content)

    - [Get Started with Talent Mobility](https://help.engagedly.com/talent-mobility?hsLang=en#get-started-with-talent-mobility)
    - [Discover Talent](https://help.engagedly.com/talent-mobility?hsLang=en#discover-talent)
    - [Manage Talent](https://help.engagedly.com/talent-mobility?hsLang=en#manage-talent)
    - [Plan Succession](https://help.engagedly.com/talent-mobility?hsLang=en#plan-succession)
    - [FAQs](https://help.engagedly.com/talent-mobility?hsLang=en#faqs)
- [Goals and OKRs](https://help.engagedly.com/goals-and-okrs?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/goals-and-okrs?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/goals-and-okrs?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs?hsLang=en#employee-tangerine-v2)
    - [Goals (Pre-Tangerine: V1)](https://help.engagedly.com/goals-and-okrs?hsLang=en#goals-pre-tangerine-v1)
    - [FAQs](https://help.engagedly.com/goals-and-okrs?hsLang=en#faqs)
- [Growth](https://help.engagedly.com/growth?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/growth?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/growth?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/growth?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/growth?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/growth?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/growth?hsLang=en#faqs)
- [Performance](https://help.engagedly.com/performance?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/performance?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/performance?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/performance?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/performance?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/performance?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/performance?hsLang=en#faqs)
- [360 Feedback](https://help.engagedly.com/360-feedback?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/360-feedback?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/360-feedback?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/360-feedback?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/360-feedback?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/360-feedback?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/360-feedback?hsLang=en#faqs)
- [Workflow](https://help.engagedly.com/workflow?hsLang=en#main-content)

    - [Get Started With Workflow](https://help.engagedly.com/workflow?hsLang=en#get-started-with-workflow)
    - [Understand Workflow Concepts](https://help.engagedly.com/workflow?hsLang=en#understand-workflow-concepts)
    - [Create and Manage Workflow](https://help.engagedly.com/workflow?hsLang=en#create-and-manage-workflow)
    - [FAQs](https://help.engagedly.com/workflow?hsLang=en#faqs)
- [Learning (LXP)](https://help.engagedly.com/learning-lxp?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/learning-lxp?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/learning-lxp?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/learning-lxp?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/learning-lxp?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/learning-lxp?hsLang=en#employee-tangerine-v2)
    - [Admin (Pre-Tangerine: V1)](https://help.engagedly.com/learning-lxp?hsLang=en#admin-pre-tangerine-v1)
    - [Manager (Pre-Tangerine: V1)](https://help.engagedly.com/learning-lxp?hsLang=en#manager-pre-tangerine-v1)
    - [Employee (Pre-Tangerine: V1)](https://help.engagedly.com/learning-lxp?hsLang=en#employee-pre-tangerine-v1)
    - [FAQs](https://help.engagedly.com/learning-lxp?hsLang=en#faqs)
- [Real-Time Feedback](https://help.engagedly.com/real-time-feedback?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/real-time-feedback?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/real-time-feedback?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/real-time-feedback?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/real-time-feedback?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/real-time-feedback?hsLang=en#faqs)
- [Meetings Module](https://help.engagedly.com/meetings-module?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/meetings-module?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/meetings-module?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/meetings-module?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/meetings-module?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/meetings-module?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/meetings-module?hsLang=en#faqs)
- [Coaching](https://help.engagedly.com/coaching?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/coaching?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/coaching?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/coaching?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/coaching?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/coaching?hsLang=en#faqs)
- [Team Pulse](https://help.engagedly.com/team-pulse?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/team-pulse?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/team-pulse?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/team-pulse?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/team-pulse?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/team-pulse?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/team-pulse?hsLang=en#faqs)
- [Employee Social](https://help.engagedly.com/employee-social?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/employee-social?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/employee-social?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/employee-social?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/employee-social?hsLang=en#faqs)
- [Groups](https://help.engagedly.com/groups?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/groups?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/groups?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/groups?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/groups?hsLang=en#faqs)
- [Surveys](https://help.engagedly.com/surveys?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/surveys?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/surveys?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/surveys?hsLang=en#admin-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/surveys?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/surveys?hsLang=en#faqs)
- [Engagement Survey](https://help.engagedly.com/engagement-survey?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/engagement-survey?hsLang=en#overview)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/engagement-survey?hsLang=en#admin-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/engagement-survey?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/engagement-survey?hsLang=en#faqs)
- [Rewards](https://help.engagedly.com/rewards?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/rewards?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/rewards?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/rewards?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/rewards?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/rewards?hsLang=en#faqs)
- [Rewards (Indigo)](https://help.engagedly.com/rewards-indigo?hsLang=en#main-content)

    - [Get Started with Rewards](https://help.engagedly.com/rewards-indigo?hsLang=en#get-started-with-rewards)
    - [Understand Gamification](https://help.engagedly.com/rewards-indigo?hsLang=en#understand-gamification)
    - [Configure Reward Settings](https://help.engagedly.com/rewards-indigo?hsLang=en#configure-reward-settings)
    - [Manage Points to Currency and Budgets](https://help.engagedly.com/rewards-indigo?hsLang=en#manage-points-to-currency-and-budgets)
    - [Set Up Points Redemption and Reward Catalog](https://help.engagedly.com/rewards-indigo?hsLang=en#set-up-points-redemption-and-reward-catalog)
    - [Working with Rewards](https://help.engagedly.com/rewards-indigo?hsLang=en#working-with-rewards)
    - [View Rewards Reports](https://help.engagedly.com/rewards-indigo?hsLang=en#view-rewards-reports)
- [Check-Ins](https://help.engagedly.com/check-ins?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/check-ins?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/check-ins?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/check-ins?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/check-ins?hsLang=en#faqs)
- [Integrations](https://help.engagedly.com/integrations?hsLang=en#main-content)

    - [HRIS Integrations](https://help.engagedly.com/integrations?hsLang=en#hris-integrations)
    - [Single Sign-On (SSO) Integrations](https://help.engagedly.com/integrations?hsLang=en#single-sign-on-sso-integrations)
    - [User Provisioning (SCIM) Integrations](https://help.engagedly.com/integrations?hsLang=en#user-provisioning-scim-integrations)
    - [Communication and Workspace Integrations](https://help.engagedly.com/integrations?hsLang=en#communication-and-workspace-integrations)
    - [Goal and Productivity Tool Integrations](https://help.engagedly.com/integrations?hsLang=en#goal-and-productivity-tool-integrations)
    - [Learning and LMS Integrations](https://help.engagedly.com/integrations?hsLang=en#learning-and-lms-integrations)
    - [Engagedly Product Suites](https://help.engagedly.com/integrations?hsLang=en#engagedly-product-suites)
    - [FAQs](https://help.engagedly.com/integrations?hsLang=en#faqs)
- [Talent Profile](https://help.engagedly.com/talent-profile?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/talent-profile?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/talent-profile?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/talent-profile?hsLang=en#employee)
- [Skill Assessments](https://help.engagedly.com/skill-assessments?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/skill-assessments?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/skill-assessments?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/skill-assessments?hsLang=en#employee)
- [Suggestions](https://help.engagedly.com/suggestions?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/suggestions?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/suggestions?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/suggestions?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/suggestions?hsLang=en#faqs)
- [Notes](https://help.engagedly.com/notes?hsLang=en#main-content)

    - [Employee](https://help.engagedly.com/notes?hsLang=en#employee)
- [Resources](https://help.engagedly.com/resources?hsLang=en#main-content)

    - [Employee](https://help.engagedly.com/resources?hsLang=en#employee)
- [Other Apps](https://help.engagedly.com/other-apps?hsLang=en#main-content)

    - [Talent Card](https://help.engagedly.com/other-apps?hsLang=en#talent-card)
    - [CXO](https://help.engagedly.com/other-apps?hsLang=en#cxo)
    - [Org Directory](https://help.engagedly.com/other-apps?hsLang=en#org-directory)
    - [Diversity and Inclusion](https://help.engagedly.com/other-apps?hsLang=en#diversity-and-inclusion)

- [About Us](http://www.engagedly.com/about-us) 
    - [Management Team](http://www.engagedly.com/about-us/management-team)

[![Chill listening crop-3](https://help.engagedly.com/hs-fs/hubfs/footer.png?width=36&height=24&name=footer.png "Chill listening crop-3")](https://engagedly.com/)

Engagedly Inc, 7420 Manchester Ave, Maplewood, USA, MO 63143

<https://www.linkedin.com/company/engagedly/>

Copyright © 2026, Engagedly Inc.